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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,717 | $176,105+21.4% | $159,474+34.0% | $167,536+27.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.47% | 331.91%-322.4pp | 263.68%-254.2pp | 478.82%-469.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $17,333 | $7,751+123.6% | $7,353+135.7% | $6,342+173.3% |
| Admin fee / account holder | $2,063 | $12,559-83.6% | $10,802-80.9% | $12,315-83.2% |